This feature is for Pro Plan subscribers and businesses using Wave’s online payments feature.
You can only record deposit payments directly on an estimate.
You cannot record a deposit payment on an estimate after you convert it into an invoice. Instead, manually add an invoice payment to record the deposit.
If your customer has not yet accepted the estimate, when you record the payment, it will be marked as accepted. You can record full or partial deposit payments.
A deposit transaction will appear on your Transactions page in the customer’s credit account. Editing or deleting the transaction will affect the deposit on the estimate and the recorded funds in their credit account. Track customer deposit payments in your customer credit report.
Record a manual deposit payment on a web browser
Record a manual deposit payment on the mobile app
Record a manual deposit payment on a web browser
To record a deposit payment on an estimate from a web browser:
- On the left-side menu, click Sales & Payments > Estimates.
- Find the estimate.
- On the right, click the dropdown arrow, then click Record a deposit.
- Enter the details of the deposit, then click Submit. If the estimate has not yet been accepted, click Submit & mark as accepted.
Record a manual deposit payment on the mobile app
To record a deposit payment on an estimate from the Wave mobile app:
- On the bottom menu, tap Sales > Estimates.
- Find and open the estimate.
- Tap Record deposit.
- Select the deposit payment method, then enter the payment details.
- Tap Record amount as deposit. If the estimate has not yet been accepted, tap Record & mark estimate as accepted.
To send a receipt for the deposit payment, tap Send receipt. Tap Close to go back to the estimate.